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Portfolio (Quarterly) Guide ↗

PKS Advisory Services, LLC

· CIK 0001605401
13F Portfolio $627M AUM 380 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 144 New 154 Added 73 Reduced 19 Exited
Page 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLW CORNING INC Technology 2,378.0 $607K 0.10% -840.0 -26.1% $255.45 -41.4%
42 CMI CUMMINS INC Industrials 805.0 $575K 0.09% -496.0 -38.1% $713.91 -17.7%
43 EMLP FIRST TR EXCHANGE-TRADED FD 12,656.0 $551K 0.09% -1K -8.0% $43.50 +0.5%
44 IWR ISHARES TR 4,958.0 $547K 0.09% -722.0 -12.7% $110.34 +2.8%
45 IWL ISHARES TR 2,826.0 $523K 0.08% -2K -40.5% $185.06 +2.3%
46 BINC BLACKROCK ETF TRUST II 9,970.0 $522K 0.08% -371.0 -3.6% $52.36 -0.7%
47 OVLH LISTED FDS TR 10,924.0 $456K 0.07% -442.0 -3.9% $41.78 +1.4%
48 ORCL ORACLE CORP Technology 2,980.0 $437K 0.07% -347.0 -10.4% $146.53 -0.0%
49 AFL AFLAC INC Financial Services 3,665.0 $430K 0.07% -737.0 -16.7% $117.25 -1.0%
50 EPI WISDOMTREE TR 9,790.0 $419K 0.07% -15K -61.0% $42.77 +0.5%
51 TDIV FIRST TR EXCHANGE TRADED FD 3,485.0 $400K 0.06% -3K -48.5% $114.89 -0.2%
52 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,628.0 $379K 0.06% -3K -61.5% $233.10 +1.9%
53 FDRR FIDELITY COVINGTON TRUST 5,062.0 $328K 0.05% -5K -48.6% $64.89 +7.0%
54 CARR CARRIER GLOBAL CORPORATION Industrials 4,144.0 $304K 0.05% -879.0 -17.5% $73.34 -17.7%
55 CAH CARDINAL HEALTH INC Healthcare 1,267.0 $301K 0.05% -26.0 -2.0% $237.76 -3.5%
56 RVT ROYCE SMALL CAP TRUST INC Financial Services 16,000.0 $296K 0.05% -5K -23.2% $18.47 +1.3%
57 TM TOYOTA MOTOR CORP Consumer Cyclical 1,736.0 $292K 0.05% -744.0 -30.0% $168.47 +17.1%
58 FIDU FIDELITY COVINGTON TRUST 2,911.0 $290K 0.05% -2K -41.6% $99.62 -4.0%
59 PRF INVESCO EXCHANGE TRADED FD T 4,752.0 $257K 0.04% -1K -21.3% $54.03 +3.8%
60 KEY KEYCORP Financial Services 10,802.0 $249K 0.04% -2K -16.7% $23.05 -5.1%
Page 3 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.3%
Technology 19.8%
Energy 9.3%
Communication Services 4.9%
Consumer Cyclical 4.9%
Industrials 4.0%
Healthcare 3.5%
Basic Materials 3.4%
Consumer Defensive 2.4%
Utilities 1.9%